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About us

Whole Money Limited is a part of the ITI Group Limited. Whole Money is a trading name of the ITI Group Limited. ITI Group Limited is an Appointed Representative of Host Capital Limited. Host Capital Limited is authorised and regulated by the Financial Conduct Authority – reference number 429093. ITI Group Limited is authorised and regulated by the Financial Conduct Authority – reference number 912379. Alpha Beta Partners is an Appointed Representative of Host Capital Limited. Alpha Beta Partners is authorised and regulated by the Financial Conduct Authority – reference number 799887. Host Capital Limited - 20-22 Bedford Row, Holborn, WC1R 4EB, registered in England, number 3692681.

Important information

Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rates may cause the value of overseas investments to rise or fall.

Disclaimer

The model portfolio service is not a financial instrument. The portfolio will consist of financial instruments which have a target market consistent with the needs of retail clients. This site is marketing material. It is for information purposes only. This site is for the sole use of Financial Advisors and should not be reproduced, copied or made available to others. The information presented herein is for illustrative purposes only and does not provide sufficient information on which to make an informed decision. This site is not intended and should not be considered as an offer, solicitation or recommendation to buy or sell any specific investments. It is recommended that potential investors should seek advice concerning the suitability of any investment from their Financial Advisor. This site is directed only at: (a) Investment professionals within the meaning of article 14(5) of the United Kingdom Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001 (“CIS order”); and (b) High Net Worth Companies - A “High Net Worth Company” is a body corporate which itself has (or which is a member of the same group as an undertaking which has) called up share capital or net assets of not less than: (i) £500,000, where the body corporate has more than 20 members or is a subsidiary of an undertaking which has more than 20 members; or (ii) £5 million; and (c) Trustees of High Value Trusts - A “High Value Trust” is a trust where the aggregate value of the cash and investments which form part of the trust’s assets (before deducting the amount of its liabilities) is £10 million or more, as set out in Article 22 of the CIS order; and (d) Any other person or entity to whom it may be otherwise lawfully distributed in accordance with FSMA, including Sovereign Wealth and Government Investment Funds. /continued… Important Notice - Non Disclosure and Compliance 16 Important Notice - Continued Distribution of this Document to any person in the UK not falling within one of the above categories is not permitted and may contravene FSMA. No person falling outside those categories should treat this Document as constituting a promotion to him, or act on it for any purposes whatever. Potential investors in the United Kingdom are advised that all, or most, of the protections afforded by the United Kingdom regulatory system will not apply to an investment in the Fund and that compensation may not be available under the United Kingdom Financial Services Compensation Scheme.

 

☎ Contact

020 3287 3038
info@whole.money

➤ location

4 Cedar Park
Cobham Road
Ferndown Industrial Estate
Wimbourne
BH21 7SF